Global Retirement Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.28M | Buy |
+85,849
| New | +$4.22M | 0.07% | 275 |
|
|
2025
Q4 | $4.26M | Buy |
86,528
+21,388
| +33% | +$985K | 0.08% | 239 |
|
|
2025
Q3 | $2.98M | Buy |
65,140
+7,141
| +12% | +$322K | 0.07% | 267 |
|
|
2025
Q2 | $2.49M | Buy |
+57,999
| New | +$2.27M | 0.06% | 284 |
|
|
2024
Q4 | $2.43M | Buy |
56,019
+420
| +0.8% | +$18.7K | 0.07% | 266 |
|
|
2024
Q3 | $2.38M | Buy |
55,599
+1,638
| +3% | +$69.2K | 0.07% | 261 |
|
|
2024
Q2 | $2.1M | Buy |
53,961
+13,581
| +34% | +$513K | 0.07% | 269 |
|
|
2024
Q1 | $1.57M | Buy |
40,380
+3,603
| +10% | +$132K | 0.06% | 276 |
|
|
2023
Q4 | $1.33M | Buy |
36,777
+3,187
| +9% | +$100K | 0.06% | 281 |
|
|
2023
Q3 | $913K | Sell |
33,590
-5,469
| -14% | -$168K | 0.05% | 324 |
|
|
2023
Q2 | $1.19M | Buy |
39,059
+3,059
| +8% | +$95K | 0.06% | 286 |
|
|
2023
Q1 | $1.01M | Buy |
36,000
+6,068
| +20% | +$265K | 0.05% | 303 |
|
|
2022
Q4 | $1.29M | Sell |
29,932
-2,054
| -6% | -$90.1K | 0.09% | 223 |
|
|
2022
Q3 | $1.43M | Buy |
31,986
+1,583
| +5% | +$76.2K | 0.11% | 193 |
|
|
2022
Q2 | $1.44M | Buy |
30,403
+982
| +3% | +$48.4K | 0.12% | 190 |
|
|
2022
Q1 | $1.38M | Buy |
+29,421
| New | +$1.82M | 0.11% | 195 |
|
|
2021
Q4 | – | Sell |
-24,642
| Closed | -$1.45M | – | 1633 |
|
|
2021
Q3 | $1.45M | Buy |
24,642
+610
| +3% | +$34.1K | 0.14% | 150 |
|
|
2021
Q2 | $1.33M | Buy |
24,032
+1,496
| +7% | +$87.9K | 0.14% | 151 |
|
|
2021
Q1 | $1.31M | Buy |
22,536
+805
| +4% | +$44.1K | 0.15% | 134 |
|
|
2020
Q4 | $1.04M | Sell |
21,731
-14,542
| -40% | -$658K | 0.13% | 150 |
|
|
2020
Q3 | $1.38M | Buy |
36,273
+608
| +2% | +$22.9K | 0.2% | 111 |
|
|
2020
Q2 | $1.34M | Buy |
35,665
+1,125
| +3% | +$40.5K | 0.21% | 107 |
|
|
2020
Q1 | $1.06M | Sell |
34,540
-61
| -0.2% | -$2.88K | 0.2% | 110 |
|
|
2019
Q4 | $1.95M | Buy |
34,601
+7,564
| +28% | +$410K | 0.3% | 75 |
|
|
2019
Q3 | $1.44M | Buy |
27,037
+1,336
| +5% | +$66.2K | 0.24% | 96 |
|
|
2019
Q2 | $1.26M | Buy |
25,701
+1,138
| +5% | +$55.7K | 0.24% | 83 |
|
|
2019
Q1 | $1.14M | Buy |
24,563
+1,407
| +6% | +$68.6K | 0.28% | 71 |
|
|
2018
Q4 | $1M | Buy |
23,156
+439
| +2% | +$21.1K | 0.26% | 83 |
|
|
2018
Q3 | $1.1M | Buy |
22,717
+238
| +1% | +$12.2K | 0.25% | 86 |
|
|
2018
Q2 | $1.13M | Sell |
22,479
-7
| -0% | -$372 | 0.29% | 72 |
|
|
2018
Q1 | $1.17M | Buy |
22,486
+303
| +1% | +$16.3K | 0.32% | 64 |
|
|
2017
Q4 | $1.1M | Buy |
22,183
+20,818
| +1,525% | +$1M | 0.3% | 61 |
|
|
2017
Q3 | $64K | Hold |
1,365
| – | – | 0.03% | 391 |
|
|
2017
Q2 | $62K | Buy |
1,365
+150
| +12% | +$6.51K | 0.03% | 372 |
|
|
2017
Q1 | $54K | Buy |
1,215
+225
| +23% | +$10.5K | 0.03% | 365 |
|
|
2016
Q4 | $47K | Buy |
+990
| New | +$42.1K | 0.03% | 363 |
|
Other funds holding TFC
Global Retirement Partners's TFC Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Truist Financial (TFC) in Q2 2026: 85,849 shares worth $4.28M. The stake represents 0.07% of the portfolio and ranks #275 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TFC as recently as Q4 2025.
Global Retirement Partners first reported a position in TFC in Q4 2016 and has held it in 36 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Global Retirement Partners held 85,849 shares of Truist Financial worth $4.28M as of Q2 2026.
- Truist Financial was a new Global Retirement Partners position in Q2 2026.
- Truist Financial made up 0.07% of Global Retirement Partners's portfolio in Q2 2026, its #275 holding.
- Global Retirement Partners first reported a position in Truist Financial in Q4 2016 and has held it in 36 quarters since.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.